JPMorganChase · 2 hours ago
J.P. Morgan Wealth Management - Executive Director, Client Specialist
New York, NY
Full-time
Onsite
Mid, Senior Level
7+ years expJPMorganChase is a leading financial services firm dedicated to helping clients achieve their financial goals. The Client Specialist role focuses on creating and deepening wealth relationships with high net worth clients by providing tailored wealth management solutions and collaborating with various stakeholders within the organization.
Asset ManagementBankingFinancial Services
Responsibilities
Collaborate with bankers to identify and prioritize opportunities for new wealth relationships
Engage with Wealth Advisors on deepening existing wealth relationships
Establish credibility and build confidence as a trusted Client Specialist with bankers, advisors, prospects, and clients
Deliver initial wealth management counsel to prospects and clients based on their specific situation
Recommend customized wealth solutions and the right team to serve the client’s wealth needs
Effectively advance opportunities presented through a focused sales process
Generate new assets under management from Bank-referred opportunities, existing wealth clients, and self-sourced business development efforts
Keep abreast of trends and strategies in wealth management
Qualification
Required
College graduate with 7+ years of industry experience and holds the series 7 and 63 licenses
Proven ability to effectively market and sell wealth management products and services to high net worth and ultra-high net worth clients
A sound knowledge base of investing, trust and estates, financial planning, insurance, alternative investments, family wealth, tax considerations, and other related areas
A self-confident, proactive professional with the maturity necessary to work autonomously and with people of all levels in the organization
Excellent communication and presentation skills, both written and verbal
A professional of unquestionable integrity, credibility and character who demonstrates high moral and ethical behavior
Preferred
An advanced degree such as an MBA or equivalent
CFP or CFA designation
Benefits
Comprehensive health care coverage
On-site health and wellness centers
A retirement savings plan
Backup childcare
Tuition reimbursement
Mental health support
Financial coaching
Company
JPMorganChase
With a history tracing its roots to 1799 in New York City, JPMorganChase is one of the world's oldest, largest, and best-known financial institutions—carrying forth the innovative spirit of our heritage firms in global operations across 100 markets.
10001+ employees
H1B Sponsorship
JPMorganChase has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (3471)
2024 (3469)
2023 (3395)
2022 (3594)
2021 (2515)
2020 (2495)
Funding
Current Stage
Public CompanyTotal Funding
unknown1998-02-01IPO
Leadership Team
Allison Beer
CEO of Card Services and Connected Commerce
Dan Mendelson
CEO, Morgan Health
Recent News
2025-12-19
2025-12-12
Company data provided by crunchbase